Latest Stories
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News
Bidco to buy entire issued share capital of Hipgnosis
Proposed deal values Hipgnosis at $1.4bn – a 32.2% premium to its closing price last night (17 April)
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News
Ark Invest Europe launches three European UCITS ETFs under Cathie Wood
Actively-managed ETFs have OCFs of 0.75%
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Viewpoints
Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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News
LGIM targets ‘next chapter of the global energy story’ with new ETF
It provides exposure to three commodity groups crucial to the next stage of the transition
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News
RLAM fixed income head Platt set to retire
Head of private assets Will Nicoll to take over his responsibilities later in the year
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Investment
CT Fund Watch: IA Japan houses the most consistently performing funds in first quarter
Overall number of funds with top-quartile returns over three consecutive 12-month periods falls marginally in Q1
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News
AVI launches open-ended version of AVI Global Trust
AVI Global Trust trades at 9.5% discount despite 66.9% return over five years
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News
Brooks Macdonald AUM increases despite outflows in Q3 results
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop
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News
Reboot: Lack of ethnic diversity red flag for 40% of institutional investors
One of five UK-based fund managers believe lack of diversity impacts business gains
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News
UK inflation falls less than expected at 3.2%
Divergent economic signals ‘pose a dilemma’ for Bank of England policymakers
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News
Liontrust suffers £6.1bn net outflows and 11.5% AUM slide in full-year results
Some £4bn of investors’ money left the firm’s UK retail funds and managed portfolio services
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Investment
AJ Bell: Six companies that could IPO in London this year
UK IPOs have seen a 16.4% average return so far this year versus a 2.5% gain from the FTSE All-Share index
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News
Will the FCA’s response to Link failures change the role of ACDs?
TTF challenges regulator’s claim its Weif enforcement action will raise industry standards among ACDs
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News
AXA Investment Managers hires two to macroeconomics team
Gabriella Dickens to become G7 economist while Danny Richards to join as EM Asia economist
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News
Ashoka India Equity proposes share issuance possibly doubling total number of shares
Also proposes removal of cap on number of holdings
Analysis
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PA Analysis
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival
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Investment
View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
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PA Analysis
Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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PA Analysis
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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PA Analysis
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
European banking has recovered, but turmoil persists in US regional banks
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PA Analysis
Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
Investments
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ESG
Robeco to launch range of transition investing strategies
Financing companies that make progress in sustainable development
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Investment
CCLA’s Charlotte Ryland and Joseph Hawkes hop on the Trane over Tesla
Ryland and Hawkes discuss the industrial sector’s role in energy efficiency
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Investment
View From The Top with Tyndall IM’s CEO Alex Odd
Odd discusses the need for boutiques within an ever-converging world, earning clients’ trust, and future plans for the business
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News
BlackRock launches two actively-managed income ETFs in Europe
The equity UCITS strategies were launched due to the changing business models of clients
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News
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
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Investment
Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
Funds
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Funds
LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Funds
RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
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Funds
Lipper report: European investors ditch active funds for ETFs
Exchange-traded funds received €16bn in February whilst mutual funds lost €5.9bn
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News
Fundsmith Equity and Lindsell Train portfolio dropped from Bestinvest’s Best Funds list
Bi-annual report comprises 122 funds in total
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Funds
Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report
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Funds
Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
PA Plus
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PA Plus
Gravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure
Bill MacLeod, managing director at Gravis, explains why cost disclosure regulation for investment trusts needs an overhaul
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PA Plus
Interview with Haig Bathgate
Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.
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PA Plus
The Diversifiers: Richard Sem, Pantheon Infrastructure
In the latest part of the PA+ Diversifiers series, Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.
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PA Plus
Interview with Brad Weafer
Truly focused, truly active. Brad Weafer, Chief Investment Officer at Boston Financial Management, lays out the key characteristics of the Marlborough US Multi-Cap Income Fund.
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PA Plus
Introducing CCLA – pioneers in responsible investing
Get to know CCLA Investment Management in this short video. CCLA has a long heritage in sustainable investment, having pioneered ethical and responsible investing since 1958.
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PA Plus
The Diversifiers: Suhail Shaikh, CIO, Fulcrum Asset Management
In the latest of the Diversifiers series, Adam Lewis talks to Suhail Shaikh, CIO at Fulcrum Asset Management, who discusses the lack of correlation between bonds and equities and how they are combatting it.
Events
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PA Thematics
18 April 2024The Gherkin, London -
PA Dublin
9 May 2024The College Green Hotel, Dublin -
PA Summer Congress
15 May 2024South Lodge Hotel, Horsham -
PA presents the Watchlist
23 May 2024The Soho Hotel, London -
PA Fixed Income
19 September 2024Pan Pacific London -
PA Channel Islands
19 September 2024Radisson Blu Waterfront, Jersey
Magazines
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April 2024
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
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March 2024
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
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February 2024
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
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January 2024
For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…
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December 2023
This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…
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November 2023
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…
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October 2023
As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their…
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September 2023
It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that…
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July / August 2023
The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of…